MFS全盛基金系列-MFS全盛美國價值基金 I1(美元)

358.36美元2.81(0.78%)
2021/08/04更新
績效 / 
1月1.77%
3月3.39%
1年34.25%
晨星評等

基本資料

基金公司/總代理人
柏瑞證券投資信託股份有限公司
註冊地
盧森堡
計價幣別
美元
基金組別
美國大型價值型股票
基金家族
MFS Investment Management Company (Lux) S.à.r.l
公開說明書基準指數
-
晨星組別基準指數
Russell 1000 Value TR USD
基金規模
2,477.21百萬截至 2021-07-31
年初至今報酬率
17.82%
殖利率
0.00
晨星評等
成立日期
2005-09-23

投資策略

基金的主要投資目標為以美元計值的資本增值,次要投資目標為合理收益。基金主要投資於美國的股票證券投資組合,並尋求股價過低的優質公司。基金透過根據MFS股票投資專業人士自下而上的基礎研究進行股票證券揀選,尋求增值。

投資九宮格

大型
中型
小型
價值型均衡型增長型

基金經理人

  • Cannan Katherine
  • 資歷 2年(2019-12-31 至今)
  • Katherine Ann Cannan 
    - Investment Officer
    - Portfolio Manager
    - As an Equity Portfolio Manager, responsible for buy and sell decisions, portfolio construction, risk control and cash management. Participates in the research process and strategy discussions.
    - Joined MFS in 2013; previous positions include Equity Research Analyst; MFS Summer Intern.
    - Previous experience includes 2 years as Associate at Thomas H. Lee Partners; 2 years as Analyst at Goldman, Sachs & Co..
    - Northwestern University, Bachelor of Arts, magna cum laude, Phi Beta Kappa 
    - Harvard Business School, Master of Business Administration, 2013
  • Chitkara Nevin
  • 資歷 10年(2011-02-02 至今)
  • Nevin Chitkara is an investment officer of MFS Investment Management (MFS®) and a portfolio manager of the firm's value, total return, and global total return portfolios.
    Prior to being named portfolio manager in 2006, Nevin was an equity research analyst specializing in the business services, cellular telephone, and telephone services industries. Nevin joined MFS in 1997. Previously, he served on the corporate audit and business development staffs of General Electric Co.
  • Gorham Steven
  • 資歷 19年(2002-02-01 至今)
  • Steven R. Gorham, CFA, is an investment officer of MFS Investment Management® (MFS®) and a portfolio manager of the value and global balanced portfolios of our mutual funds, variable annuities, and institutional investment products.
    Steve joined MFS in 1989 as a teleservices representative and became a member of the Financial Advisor Division sales desk in 1991. In 1992 he joined the Equity Research Department, and he became a research analyst in 1993 and an investment officer in 1996. He was named portfolio manager in 2000.

基金費用

最低認購金額
3,000,000美元
申購手續費
-
保管費
-
分銷費
-
管理費
0.75%
最高管理費
0.75%
遞延費
-
最高遞延費
-

聯絡資訊

基金投資顧問
柏瑞證券投資信託股份有限公司
聯絡電話
(02)2516-7883
基金顧問地址
台北市民權東路二段144號10樓
基金顧問網址
www.pinebridge.com.tw